Raymond Menard, financial advisor Wausau WI
93 score

Raymond Menard

CRD Number: 1385500
Current Firm: Axa Advisors, LLC

Raymond Menard (CRD# 1385500) is an Investment Advisor Representative working at Axa Advisors, LLC in Wausau, WI and has over 31 years of experience in the finance industry.

Similar Advisors
Brian Blink, financial advisor Wausau WI
Brian D. Blink
CRD# 4558110
Northwestern Mutual Investment Services,llc
Score
96
Similar Advisors
Gregory Brown, financial advisor Wausau WI
Gregory G. Brown
CRD# 2137212
Focus Financial
Score
96
Similar Advisors
Navi Dowty, financial advisor Wausau WI
Navi J. Dowty
CRD# 1048676
Associated Retirement Planners, Inc.
Score
96
Company Name Location Dates Years
Axa Advisors, LLC New York, NY Jan 2000 - Current 16
Midwest Professional Planners, Ltd. Wausau, WI Jul 1998 - Jun 2010 11
Midwest Professional Planners, Ltd. Wausau, WI Jun 1990 - Jun 2010 20
Midwest Professional Planners, Ltd. Wausau, WI Oct 1987 - Jun 2010 22
Midwest Professional Planners, Ltd. Wausau, WI Nov 1996 - Jul 2007 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
S65 NASAA Investment Advisors Law Examination May 1996
Contact Info for Raymond P. Menard
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • CA
  • WI
  • FL
  • MO
  • MI
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.